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Shp Etf Trust shares owned by Independent Financial Group

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Shp Etf Trust

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All positions including Shp Etf Trust held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.6M 174k 49.37
2025-09-30 $8.6M 165k 52.30
2025-06-30 $7.1M 142k 50.32
2025-03-31 $3.5M 72k 47.89
2024-12-31 $998k 20k 50.82
2024-09-30 $257k 5.0k 51.23
2024-06-30 $369k 7.4k 50.15
2024-03-31 $229k 4.5k 50.36